Pending Approval Invoices

Modified on Tue, Nov 18 at 9:18 AM

The Pending Approval Invoices report lists all invoices that are currently awaiting approval in your workflow. This report helps you monitor approval bottlenecks, track how long invoices have been pending, and identify which users need to take action. With detailed approval metrics and user assignment information, you can proactively manage your invoice approval process and ensure timely payment processing.

Filters

Filter	Description
Group	Select a location group to filter data. Use "All" to view across all groups
Location	Choose a specific location within the group or "All" for all locations
User	Filter by the user assigned to approve the invoice
Uploaded Date	Filter by the date range when invoices were uploaded
Vendor ID	Search for invoices from a specific vendor using their ID

Field Description

Field	Description
Invoice Number	Unique identifier for the invoice with link to the invoice
ERP Vendor ID	Vendor identifier in your accounting/ERP system
Location	Business location associated with the invoice
Invoice Date	Date on the invoice from the vendor
Waiting for Approval Since (Upload Date)	Date when the invoice was uploaded and entered the approval queue
Days Pending Approval	Number of days the invoice has been waiting for approval
Invoice Notes	Comments or notes added to the invoice
Invoice Amount	Total amount of the invoice
Total Users to Approve	Number of users required to approve this invoice
Total Users Approved	Number of users who have already approved the invoice
Users Approved	Emails of users that have approved
Total Users Yet to Approve	Number of users who still need to approve
Users Yet to Approve	Emails of users who need to approve
Total Users Waiting on Other Users	Number of users in queue waiting for prior approvals
Users Waiting on Other Users	Emails of users waiting for their turn to approve

How to Use

Monitor Approval Delays: Identify invoices stuck in the approval process by reviewing "Days Pending Approval" to take corrective action
Follow Up with Approvers: Use "Users Yet to Approve" field to see who needs to act and send reminders.
Bottleneck Analysis: Review "Total Users Waiting on Other Users" to understand sequential approval dependencies
Prioritize High-Value Invoices: Sort by "Invoice Amount" to prioritize approval of larger invoices.
Track Approval Progress: Monitor "Total Users Approved" vs. "Total Users to Approve" to gauge completion status

Access Model

Category: Invoices Availability: This report is available to all users with invoice approval permissions as a standard report

Best Practice

Run this report daily to stay on top of pending approvals and prevent payment delays. Use the "Days Pending Approval" metric to establish SLAs for your approval process and ensure vendors are paid on time.